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Leanne M. Bateman, CFP, PMP

Leanne M. Bateman has been a financial planner over 30 years of professional project management experience, and has been consulting in the areas of professional project management & organizational effectiveness since 2002.
She has managed numerous projects across several industries in the New England and New York areas.

Leanne is a Certified Financial Planner (CFP), Project Management Professional (PMP),

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Our Journey

Snapshots of moments shaping your financial future.

A friendly financial planner discussing goals with a smiling client in a cozy office.
A friendly financial planner discussing goals with a smiling client in a cozy office.
Close-up of hands reviewing a personalized financial plan with colorful charts and notes.
Close-up of hands reviewing a personalized financial plan with colorful charts and notes.
A welcoming Beacon Personal Finance office entrance with warm lighting and inviting decor.
A welcoming Beacon Personal Finance office entrance with warm lighting and inviting decor.
Clients celebrating a milestone achievement with their financial planner over coffee.
Clients celebrating a milestone achievement with their financial planner over coffee.

Beacon Personal Finance helped me feel confident and secure about my future.

J.S.

A smiling middle-aged person sitting at a desk with financial documents and a laptop.
A smiling middle-aged person sitting at a desk with financial documents and a laptop.
A cozy office space with warm lighting and a small plant beside a computer screen displaying financial charts.
A cozy office space with warm lighting and a small plant beside a computer screen displaying financial charts.

★★★★★

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